--- title: "Custom Rollup Dashboards" slug: "custom-rollup-dashboards" updated: 2026-10-15T00:33:06Z published: 2026-10-15T00:33:06Z canonical: "help.servicetitan.com/custom-rollup-dashboards" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Custom Rollup Dashboards ## Overview You can create customized dashboards using a drag-and-drop interface so the business metrics that are important to you are available to you in one view, in real-time. --- ### #### Who uses this feature - Administrators, Owners, General Managers - Applies to all business types. #### Feature configuration - Permission is required to use this feature. Please contact the account administrator on your team. - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. Things to know - For custom KPI, report, and visualization modules, see Create and edit custom dashboard modules. - To set the custom dashboard as your default dashboard, click **Bookmark**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-book.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) next to the dashboard name. ![User interface showing option to set the dashboard as default in sales estimate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/custom-rollup-dashboards-image-tojp9vku.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) ## Create a custom dashboard You can create customized dashboards using a drag-and-drop interface so the business metrics that are important to you are available to you in one view, in real-time. To create a custom dashboard: 1. In Enterprise Hub, click **Rollup Dashboards** in the main *Enterprise Hub Modules* screen. ![Overview of Enterprise Hub modules including User Management and Rollup Dashboards.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/custom-rollup-dashboards-image-fa8v2pbn.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) 2. The *Dashboard* page opens displaying the dashboard you have set to default. ![Dashboard displaying revenue metrics, trends, and company performance indicators for analysis.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/custom-rollup-dashboards-image-rtyy765y.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) 3. Click the **Dashboards** dropdown, then click **Create Dashboard**. ![Dropdown menu showing options to create a new dashboard in ServiceTitan interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/custom-rollup-dashboards-image-sblsora2.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) 4. On the *Create Dashboard* pop-up that opens, enter the **Dashboard Name**, then click **Create**. 5. The dashboard editor opens with a new section for you to edit: 1. To rename the section, next to the section name, click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)and select **Edit Name**. ![Menu options for editing a section name, including edit, duplicate, and delete.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/custom-rollup-dashboards-image-4gb5mn9f.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) 2. To add a module: 1. Click **Add Module**. ![User interface showing an option to add a new module in a section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/custom-rollup-dashboards-image-bjfcuc2b.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) 2. On the Add Module screen that opens, from the **Module Type** dropdown, select **Default modules**. ![Dropdown menu showing options for adding a module type in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/custom-rollup-dashboards-image-gxd0f5ne.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) 3. Select a module and click **Add**. ![User interface for adding a module with highlighted 18 Month Trend option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/custom-rollup-dashboards-image-5i5z7obq.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) 3. To create a new dashboard section, click **Add Section**. ![Graph showing 18-month trend data with a button to add a new section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/custom-rollup-dashboards-image-9uzls7yv.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D) > [!TIP] > **Tip**: To delete a section, next to the section name, click **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A05Z&se=2026-10-31T01%3A42%3A05Z&sr=c&sp=r&sig=Wmr%2Ft1mEYwLa5yGK5fU%2Ftg9xHQjHmfRzS7ltnNhlVyg%3D)and select **Delete**. 6. When finished, click **Save**. You can customize or edit the dashboard once created. For more, see [Edit and arrange a custom dashboard](/construction/docs/create-and-edit-custom-dashboards). ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Modular Dashboard](https://servicetitan.docebosaas.com/academy/learn/courses/320/modular-dashboard) - See [Dashboard and Scorecards FAQ](/construction/docs/dashboards-and-scorecards-home#faq)